China’s Electric Trade

Thomas Klitgaard

No 20260323, Liberty Street Economics from Federal Reserve Bank of New York

Abstract: China has spent considerable government resources to develop advanced electric technology industries, such as those that produce electric vehicles, lithium batteries, and solar panels. These efforts have spilled over to international trade as improvements in price and quality have increased the global demand for these goods. One consequence is that passenger cars and batteries have been disproportionately large contributors to the rise in the country’s trade surplus in recent years. This has not been the case, though, for solar panels, as falling prices due to a supply glut pulled down export revenues despite higher volumes.

Keywords: China; exports; green technology; electric vehicles; solar panels; lithium batteries; industrial policy; electrification (search for similar items in EconPapers)
JEL-codes: F1 O3 (search for similar items in EconPapers)
Date: 2026-03-23
New Economics Papers: this item is included in nep-tre
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DOI: 10.59576/lse.20260323

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